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THE PAUL & ELISABETH MERAGE FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE PAUL & ELISABETH MERAGE FAMILY FOUNDATION (EIN 68-0529692)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202043219349104529
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-16T14:15:46-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1695 TOWN CENTER DRIVE SUITE 1000AddressLine1Txt
CityCOSTA MESACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92626ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680529692EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PAUL & ELISABETH MERAGEBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone9494745800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1660 NEWPORT CENTER DRIVE NO 1300AddressLine1Txt
CityNEWPORT BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92660ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL MERAGEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9494745800PhoneNum
Signature2020-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBINA PATELPreparerPersonNm
PTINP00971719PTIN
Phone7144367100PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address47.31.145.7IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-05IPDt
IP Tm23:20:26IPTm
IP TimezoneUSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id6C9B1A35775087DBDB8A6D25ECA509C7F6C27838AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$45,872,459FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$4,930DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,930DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,541,295NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,541,295GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,541,295CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$78OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$78OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,546,303TotalRevAndExpnssAmt
Total Net Invst Incm$1,546,303TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,843LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,843LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,518AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$11,991AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$14,010TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,134OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,377OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$757OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$37,505TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,377TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,601TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,985,825ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,985,825ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,023,330TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,377TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,001,426TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$477,027ExcessRevenueOverExpensesAmt
Net Investment Income$1,538,926NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,312CashBOYAmt
Cash EOY$5,187CashEOYAmt
Cash EOYFMV$5,187CashEOYFMVAmt
Acct Rcvbl BOY$4,300AcctRcvblBOYAmt
Other Investments BOY$36,232,792OtherInvestmentsBOYAmt
Other Investments EOY$45,867,272OtherInvestmentsEOYAmt
Other Investments EOYFMV$45,867,272OtherInvestmentsEOYFMVAmt
Total Assets BOY$36,242,404TotalAssetsBOYAmt
Total Assets EOY$45,872,459TotalAssetsEOYAmt
Total Assets EOYFMV$45,872,459TotalAssetsEOYFMVAmt
Accounts Payable BOY$5,013AccountsPayableBOYAmt
Accounts Payable EOY$540AccountsPayableEOYAmt
Total Liabilities BOY$5,013TotalLiabilitiesBOYAmt
Total Liabilities EOY$540TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$36,237,391NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$45,871,919NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$36,237,391TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$45,871,919TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$36,242,404TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$45,872,459TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$36,237,391TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$477,027ExcessRevenueOverExpensesAmt
Other Increases$10,111,555OtherIncreasesAmt
Subtotal$45,871,919SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$45,871,919TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyFROM PARTNERSHIPSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$1,541,295GrossSalesPriceAmt
Gain Or Loss$1,541,295GainOrLossAmt
Gains Minus Excess Or Losses$1,541,295GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,541,295CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,908,663AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$37,419,613NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051007DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,898,241AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$39,233,106NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048384DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,878,001AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$37,399,224NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050215DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,750,817AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$37,707,524NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046432DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,445,742AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$34,910,234NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.041413DistributionYr5Rt
Total Distribution0.237451TotalDistributionRt
Average Distribution0.047490AverageDistributionRt
Net Vl Noncharitable Assets$43,597,018NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,070,422AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$15,389NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,085,811AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,001,426QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$30,779InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$30,779SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$30,779TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,470EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$42,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$52,470TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$21,691OverpaymentAmt
Applied To ES Tax$21,691AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNVOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTEFFANIE RUFENACHTIndividualWithBooksNm
Phone9494745800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1660 NEWPORT CENTER DRIVE SUITE 1300AddressLine1Txt
CityNEWPORT BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92660ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (1)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL MERAGE
660 NEWPORT CENTER DR 1300NEWPORT BEACHCA92660PRES/DIRECTOR2.00$0$0$0
ELISABETH MERAGE
660 NEWPORT CENTER DR 1300NEWPORT BEACHCA92660SEC/TREAS/DIR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$44,241,554AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,378AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$44,260,932TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$44,260,932AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$663,914CashDeemedCharitableAmt
Net Vl Noncharitable Assets$43,597,018NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,179,851MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,179,851MinimumInvestmentReturnAmt
Tax Based On Investment Income$30,779TaxBasedOnInvestmentIncomeAmt
Total Tax$30,779TotalTaxAmt
Distributable Before Adj$2,149,072DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,149,072DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,149,072DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,001,426ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,001,426QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,001,426AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,149,072DistributableAsAdjustedAmt
Undistributed Income PY$1,821,446UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,001,426QualifyingDistributionsAmt
Applied To Year1$1,821,446AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$179,980AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,969,092UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPAUL MERAGEContributingManagerNm
Contributing ManagerELISABETH MERAGEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARCH INTERNATIONAL
1621 N KENT STREET SUITE 700ARLINGTONVA22209NONEPCGENERAL OPERATIONS$10,000
C4L KIDS FOUNDATIONS INC
16220 SCIENTIFIC WAY SUITE 100IRVINECA92618NONEPFGENERAL OPERATIONS$80,000
CITY OF HOPE
1500 E DUARTE ROADDUARTECA91010NONEPCMG LETS BE FRANK ABOUT CANCER$50,000
EL SOL ACADEMY FOUNDATION
1010 N BROADWAY STREETSANTA ANACA92707NONEPCGENERAL OPERATIONS$25,000
JEWISH COMMUNITY CENTER OF ORANGE COUNTY
1 FEDERATION WAY SUITE 200IRVINECA92603NONEPCGENERAL OPERATIONS$25,875
PACIFIC SYMPHONY
17620 FITCH AVENUE SUITE 100IRVINECA92614NONEPCGENERAL OPERATIONS$50,000
SEGERSTROM CENTER FOR THE ARTS
600 TOWN CENTER DRIVECOSTA MESACA92626NONEPCGENERAL OPERATIONS$123,800
ST MARY'S
7 PURSUITALISO VIEJOCA92656NONEPCIMAGINE MORE CAMPAIGN$99,750
UC IRVINE SHAPING THE FUTURE CAMPAIGN
100 THEORY STREET 250IRVINECA92617NONEPCGENERAL OPERATIONS$1,511,400
UNIVERSITY SYNAGOGUE
3400 MICHELSON DRIVEIRVINECA92612NONEPCGENERAL OPERATIONS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,985,825TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,930ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$78ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,541,295ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,546,303ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,546,303TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$12,518Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$11,991DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1C4L KIDS FOUNDATIONS INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line116220 SCIENTIFIC WAY SUITE 100AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92618ZIPCd
FieldValueIRS element (for citing)
Grant2019-12-31GrantDt
Grant$80,000GrantAmt
Purpose Of GrantGENERAL OPERATIONSPurposeOfGrantTxt
Expended By Grantee$80,000ExpendedByGranteeAmt
Any Diversion By GranteeTO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTEDAnyDiversionByGranteeTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemDOVER FOUNDATIONS, LLCCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$45,867,272BookValueAmt
EOYFMV$45,867,272EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,843LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,843DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$130$0$130
FILING FEE$524$0$524
LICENSE & PERMITS$75$0$75
POSTAGE, MAILING SERVICE$28$0$28
DOVER FOUNDATIONS, LLC$7,377$7,377$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescDOVER FOUNDATIONS, LLCDesc
Revenue And Expenses Per Books$78RevenueAndExpensesPerBooksAmt
Net Investment Income$78NetInvestmentIncomeAmt
Adjusted Net Income$78AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$10,111,555Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$14,000$0$0
STATE TAXES$10$0$10

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